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What’s New in
Oracle Hyperion Planning 11.1.2
Edward Roske
BLOG: LookSmarter.blogspot.com
WEBSITE: www.interrel.com
TWITTER: Eroske
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Disclaimer
These slides represent the work and opinions of
the presenter and do not constitute official
positions of Oracle or any other organization.
This material has not been peer reviewed and is
presented here with the permission of the
presenter.
This material should not be reproduced without the
written permission of interRel Consulting.
Top 10 Reasons Why You
Can’t Wait for 11.1.2
1. Drag and Drop Form Designer
2. Adhoc over the web
3. Sort and filter in data forms
4. ASO Reporting Cubes Integration
5. Enhanced Process Management
6. Validation rules
7. Formulas in data forms
8. Smart View Outlook Tasks
9. Full Planning functionality in Smart View Excel
10. Robust Planning Member Selector
50,000 Ft. View – 11.1.2 Release
End User Experience
Data Form Design
ASO Integration
Smart View
Process Management
and Data Validation
Empower End Users with New Features
Common Workspace
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Easy to Use, Context Sensitive Right
Click Options
Pre-built right click menus provided like Sort and
Filter
You can add your own custom menu items to
link to other data forms, business rules, etc.
Adhoc Analysis within a Data Form
Pivot
Zoom in and out
Keep only / Remove only
Data Form Designer
Data Form Design Editor
Combined data form and composite grids
New interface – grid/layout
Improved member search capabilities
Improved member selection capabilities
Data Validations
Grid, row, column or cell level
Tied to a form
Content properties displayed in right panel (like FR)
Formula rows or columns can be added; added as a separate
segment
Can add validations to formula rows and columns
Live preview (tab removed)
Save keeps you in form designer; Finish takes you out of designer
(implicit save)
Layout
All in one layout view
Properties displayed to the side based on
selected section
Multiple Rows and/or Columns
Replaces the “segments” from earlier versions
Now you can use multiple rows and columns with
different properties
Read vs. write
Rows or columns used in calculations
Hidden rows or columns
Adding separators
Member Selection
Column Properties
Display Properties
Member Selection
Search
Member
selection
functions
Filter by
Attribute
Filter by
Generation or
Level
Place selection
in separate
columns or
rows
Formulas in Rows
Much like Financial Reporting
Formula rows to create blank rows
Validation rules on formula rows and columns possible
Validations
Data Validation
Validation rule is tied to a data form
Copy and paste validation rules
Defined at grid, row/column and/or cell level
Precedence for multiple validation rules
Validation Rule Creation
Validation Rule Result
Traffic lighting only
Doesn’t prevent the user from saving data*
*Workflow is the way to “catch” this
Use validation rules to show valid data intersections
Other Options
Business Rules
Combined Data Form Definition for
Simple/Composite Forms
Data Form Designer – Composite Forms
Now included in Data Form Designer
Global shared dimensions and/or section shared dimensions –
you control how you want page and povs to share within the
composite
Define Layout for Composite
New - Display as Tabs
Open tabs as different worksheets in a workbook in SV
New Planning Web Administration Features
Custom Menus Enhancements
Required Dimension
Only valid if
dimension exists on
form
Will pass to action
New option “Data
Value”
Dimension Editor
Global property in Dimension Editor to define whether
you want to see Alias or Member for a dimension
Used throughout Planning
User can change in member selection and it will “stick”
ASO Integration
Built in Integration Capabilities –
Planning to ASO
Map Planning data to ASO application
Map Smart Lists to Dimensions in ASO application
Benefit
ASO Benefits (many dimensions, members)
Easy way to integrate data (no partitions required)
Report on Smart Lists (subtotal, “text” displays)
Process
Planning application exists
ASO application exists
Create mapping
Push or Clear and Push Data
Consideration
No automation (yet)
Create a Mapping – Step 1
Create a Mapping – Step 2
Map source dimensions to reporting dimensions
Available options – Not Linked, Dimension to Dimension or Smart List to
Dimension
Create a Mapping – Step 3
Push Data
Consider Clear and Push (don’t want to duplicate data)
Behind the scenes, calc script export to get the data
Logical clear for ASO database
Load to an ASO slice
Check Job Console for Results
Available for Reporting and Analysis
Sync ASO Members to Smart List
You can sync members from ASO to Smart List values
Smart View
Smart View and Planning
Data Validation / Traffic Lighting
Task List in Outlook
Task List in Excel
Composite Forms
Process Management/Workflow
Dynamic User Variables
User Preference Setting
Copy Version
Job Console
Task List Reports
Context Sensitive Right Click Menus on Forms
Document Attachment for Data Cells and Process Management
Cell Level Launch Menus
Task List Integration in Excel
Task List Integration in Excel
Task List view
Context sensitive right click menus
and execution steps
Task list status
New Module Specific Ribbons
New Connection Manager
Task List Outlook Integration
Task List Outlook Integration
Mark Complete, Execute
Due dates, status
Use Outlook functionality to help you plan!
Process Management
What’s New in Process Management?
Increased granularity of Planning Unit
Planning Unit = Entity + one dimension (Program, Project, Account)
Different process management organization for budget, forecast and then by version (basically granularity can differ by version and
scenario)
Guidance in promotional path
Support in Matrix organizations
By project by entity
By product by market
Process management rules can dynamically change promotion
path based on criteria
Validation report to correct data issues that do not meet “rules”
requirements
Shows you where to go to fix data
Creates an on-the-fly task list with forms that have invalid data
Benefits
Support simple to complex submission processes
Flexible, tailored process management for your
application
Higher accountability
Faster, simpler plan submission
Automatic ownership calculation
Data based process rules
Better quality submissions
Custom Process Management dashboards
Won’t be delivered but is possible – promotional paths stored in
relational table
Process Management Setup
Create a Process Management Hierarchy
Process Management Setup
Set up approvals by entity by account for one entity
Promotional Path
Shows user how their entity rolls up
Assign Owners, Reviewers, etc.
Scenario and Version Assignment
Begin The Process
Start Planning Units
Change status to “Originate” – push out the ownership
structure
Originate the Ownership
Prasad’s View
Prasad’s Data Entry
Can only enter data for the valid Planning Unit Hierarchy
intersections
Prasad’s Promotion
Multi-select
Automatic next owner (follows promotion path
assignments)
Did You Know You Can Filter by Other
Columns?
Add additional filters based on other columns
Can nest and layer filters
What is Location?
Where the unit is in the promotional path
This is the information that is used for building dashboards
Nick is Now the Owner
Prasad Can Now Read Only
Nick Can Reject <Automatic>
Send Planning unit hierarchy member back one step in
the assigned promotion process
Now Prasad has ownership again
Prasad Now Has Ownership after Rejection
Delegate/Out of Office Assistant
If someone promotes to Sandy and she has turned on Out of Office,
the Planning unit hierarchy member(s) will be automatically routed
to the next person in line
What’s New in 11.1.2 – Process Management
Rules
Process Management Rules
Add a Row Formula
Checking the ratio of Expenses for Total Programs to Expenses for
Education for Total Programs
Add Validation Rule
Multiple Rules Available for Single Cell
Validation Rules and Dynamic Promotion Path
Do not promote
Update Promotion path
Before moving to selected Entity
Send to selected person as Owner, Reviewer, Notify
Sender/Receiver messages
So if Plan doesn’t pass validation…
No promotion …
Click on the Failed: Invalid Data link and you are taken
to…
On-the-Fly Task List to Fix Issue
For the entity, a task list is generated on the fly to help
you fix all invalid plans
So if Plan doesn’t pass validation…
Dynamic
promotional
path
Alternate
reviewers/owne
rs
Top 10 Reasons Why You Can’t Wait for
11.1.2
1. Drag and Drop Form Designer
2. Adhoc over the web
3. Sort and filter in data forms
4. ASO Reporting Cubes Integration
5. Enhanced Process Management
6. Validation rules
7. Formulas in data forms
8. Smart View Outlook Tasks
9. Full Planning functionality in Smart View Excel
10. Robust Planning Member Selector
Intro to Public Sector Budgeting
Common Challenges
Accountability
important
Levels of review
Regulatory oversight
Resource, time
intensive
Complex – Programs,
committees, agencies
The Solution - PSB
Packaged application for
public sector organizations
using Planning
Support management of
complex budget processes
Budget books
Position budgeting
capabilities
Integration with ERP
sources (ERPI) to load
data as well as drill back
Leverage all of the
Planning 11.1.2 features
Accelerate Position & Employee
Budgeting
Out of the box
configurable /
expandable position
and employee expense
budgeting
Project and evaluate
impact of employee
compensation and
benefits
Forecast impact of new
positions, workforce
reductions, and contract
proposals
Integrate with ERP
Improved Budget Administration
Budget initialization
(Default rules for
missing data, Future
dated step increases, Parameterized
modifications)
Setup decision &
service packages
Perform revisions
Support for Position,
Employee or Position
& Employee planning
Guided task flows
Defaults for costing,
salary, position,
Salary and non salary
Process management
& validation
Full integration with MS Office
What’s New?
Enterprise Performance Management (EPM) System
Cumulative Feature Overview Tool
The CFO Tool is interactive and offers customers a simple way to
determine the new features between releases
This first version covers Oracle Hyperion Enterprise Performance
Management System Release 9.3.1 through Release 11.1.2
The tool is available on the My Oracle Support site via this link:
https://support.oracle.com/oip/faces/secure/km/DocumentDisplay.js
px?id=1092114.1.
There is also a 7-min. recorded demo that shows how to use the
tool. Here’s the link to the
recording: http://docwiki.us.oracle.com/wiki/CFO_Tool_Demo
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Keeping up with the EPM Documentation
Follow On Twitter
You can follow EPM Documentation info on Twitter
here: HyperionEPMInfo
Follow On Facebook
You can follow EPM Documentation info on Facebook
here: Hyperion EPM Info
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